- Ye Weiping: general manager, will small molecule drugs disperse your investment in the future?
- Ye Weiping: Mr. Wang, how should we grasp this complexity in the diversified business of Baozhong Baoda?
- Ye Weiping: Mr. Wang, is the rapid success of Duchuang’s customers accidental or in your control?
- Ye Weiping: Mr. Chen, what was the choice of Hongbo Zhiyuan when facing opportunities in the past?
- Ye Weiping: Mr. Zhu, what’s your opinion on generic drug and innovative drug business?
- Opportunities and challenges of ADC drug cdmo
- Continuously evolving cdmo
Ye Weiping: Mr. Dong,
Dong Haijun: through the introduction of different molecular compounds, in the early development stage of cdmo business, once we find that compounds are very promising, we will quickly follow up. If it is a compound in the second stage of clinical treatment, almost every fragment is the product of medicinal stone.
In addition, in cdmo, EHS and intellectual property are also very advantageous. The main business of Yaoshi technology includes R & D, process development, production and sales of pharmaceutical molecular blocks; process research, development and production services of downstream key intermediates, APIs and preparations of pharmaceutical molecular blocks.
Ye Weiping: general manager, will small molecule drugs disperse your investment in the future?
Ju Nianfeng: first of all, it will play an important role in small molecule drugs in the future. The latest pipelines in front of us are still developing, and there will be room for further development of small molecules in the future.
Although boten is now laying out gene cell therapy, it will not disperse our investment. In addition, we hope to make the platform of small molecule preparation better, but the important point in the future is still biased towards gene cell therapy.
Ye Weiping: Mr. Wang, how should we grasp this complexity in the diversified business of Baozhong Baoda?
Wang Lin: Baozhong Baoda used to focus on customized processing in Shanghai for more than 30 years. In fact, customized processing is to provide a kind of service. We will provide different services according to different needs of customers.
The future development direction is the direction of cdmo. Each company should choose its own direction and cooperation mode based on its own level. After the enterprise reaches a certain scale, customers will naturally accumulate.
Ye Weiping: Mr. Wang, is the rapid success of Duchuang’s customers accidental or in your control?
Wang Lei: it is very important for a project to choose a good customer successfully. In addition, it is also important to select suppliers. This is a choice of supply chain.
In terms of innovative drugs and generic drugs, we can start from small, and high-quality customers are a key factor in the success of enterprises. You need to know who your core customers are and grow up with them.
Ye Weiping: Mr. Chen, what was the choice of Hongbo Zhiyuan when facing opportunities in the past?
Chen Ping: in the face of opportunities, I think we should pay attention to several aspects. First, we should be considerate of our customers; second, we should pay attention to cost control and safety; third, we should comply with laws and regulations.
Ye Weiping: Mr. Zhu, what’s your opinion on generic drug and innovative drug business?
Zhu fangmeng: there are similarities and differences between the two businesses. The biggest difference is that the core is different. The core of cdmo is service, with goods as the carrier. In addition, I would like to give you a suggestion: one is to be patient, the other is to do a good job in business, service to keep up with.
Opportunities and challenges of ADC drug cdmo
Chairman Zheng Baofu
Mr. Zheng mainly shared the significance of developing ADC drugs, the industry development trend and the current situation of ADC drugs, including the overview of global listed ADC drugs and the global statistical survey of clinical trials of ADC drugs.
This paper analyzes the current situation of ADC drug cdmo enterprises at home and abroad. The service capabilities of cdmo enterprises vary greatly. Finally, the prospect of ADC drug cdmo is given.
ADC is a technology intensive industry, with high threshold of GMP and CMC, large investment, peer competition: lack of characteristics, price war, it is difficult to improve the service level, and it is urgent to compete with foreign mature ADC drug cdmo enterprises, which need core technology, patent technology and create brand advantages.
Continuously evolving cdmo
Chairman Ju Nianfeng
Cdmo is pharmaceutical research service and pharmaceutical production service. The development of cdmo is inseparable from the development of industrial age, which is the main driving force of cdmo. Through 15 years of focusing on cdmo, boten has basically built a small molecule API cdmo platform with world-class technology and service level.
In the future, it will continue to deepen its efforts in cdmo, establish first-class CMC and production platform for preparations and gene cell therapy, and provide international standard services for the booming Chinese pharmaceutical industry.
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